Compare Lumentum (LITE) vs NetApp Inc. (NTAP) Price & Performance

LumentumTrade

NetApp Inc.Trade

Price performance (Past 24H)

Key statistics

Lumentum vs NetApp Inc. — how do they compare? Lumentum trades at $1,104.67 (market cap $94.99B), while NetApp Inc. trades at $237.19 (market cap $45.38B). The key difference: Lumentum is far larger — about 2.1× NetApp Inc.'s market cap, and NetApp Inc. pays a 0.9% dividend while Lumentum pays none. Which is the better fit depends on your goals — on Pluang, investors hold Lumentum for 4 Days and NetApp Inc. for 56 Days on average.

	LITE	NTAP
Market Cap	$94.99B	$45.38B
Volume	4,855,776	2,264,311
Sector	Technology	Technology
52-Week High	$1.13K	$235.84
52-Week Low	$149.61	$94.11
Typical Hold Time	4 Days	56 Days
Enterprise Value	$93.92B	$44.34B
Dividend Yield	—	0.9%

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Aura AI Summary

Signals from Pluang's Aura AI — not financial advice

Lumentum

No Aura AI signal available yet.

NetApp Inc.

NetApp (NTAP) trades at $237.15, up 0.56% today, with strong technical momentum as the stock approaches resistance near $239. The company demonstrates robust fundamentals with a 70.63% gross margin and consistent earnings beats, including Q2 2026 EPS of $2.58 beating expectations by 21.7%. Recent AI infrastructure partnerships with Oracle and Supermicro position NTAP for growth in enterprise data storage markets.

While valuation metrics appear elevated with a P/E of 32.63, the company's AI-driven growth strategy and strong profitability support upside potential. Key risks include competitive pressures in cloud storage and potential margin compression. Analyst consensus remains mixed with 38% buy ratings but a $219.30 price target below current levels, suggesting cautious optimism.

Aura AI is an analytical signal, not financial advice — do your own research.

Returns comparison

Trailing returns across standard periods

Investor sentiment on Pluang

What Pluang investors did over the last 30 days

LITE

54% Buy46% Sell

Avg holding period · 4 Days

NTAP

95% Buy5% Sell

Avg holding period · 56 Days

Top news

Latest headlines on both assets

LITE

Lumentum hits strong demand amid AI data center growth, may be undervalued with $40 EPS target by 2028Seeking Alpha · 7 hours agoBullish Lumentum warns AI demand fills production capacity through early 2029, shares rise 4%.Proactive Investors · 11 hours agoBullish Optical stocks surge as capacity sold out through 2029, driven by strong AI data center demand.24/7 Wall Street · 13 hours agoBullish View details →

NTAP

Goldman Sachs raises NetApp price target to $240 on strong AI-driven growth prospectsGordon Thompson · 2 days agoBullish View details →

About Lumentum

Lumentum develops photonic products, including optical components, transceivers, and lasers. Its technologies support data centers, communications networks, industrial manufacturing, and sensing applications.

About NetApp Inc.

NetApp is a leading provider of enterprise data management and storage solutions. The company's three operating business units are products, software maintenance, and hardware maintenance. NetApp transitioned from a data center storage firm to a company with software data management solutions for multicloud environments. The California-headquartered company sells globally and has approximately 10,000 employees.